Changes

|''Note: The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims.''<BR>||+|[[Automatically Unpack Incoming Packages|UTA Data Exchange Automatic Unpack]]* The data exchange can now be configured to automatically unpack incoming packages.|May 2010|+|Data Exchange* Settings have been added to specify "preserve template", "preserve type", "reject new template" and "reject new type" (Level 2 and Level 3). Additionally there is a new setting to prevent the exchange of new Level 2 records. |May 2011|+|[[Data Exchange]]The [[Data Exchange]] has 3 new features:* The data exchange can now be configured to exchange Level 3 activities, restricted by [[Status]].* [[Data Exchange Contact Creation]] can be enabled and configured to automatically create a contact upon unpack. For example the contact record for a Claimant can be created based on the First Name, Last Name, Phone Number and other details send as part of a Level 1 record.* The [[Roles]] permitted to exchange records, notes and view the Exchange History can now be controlled with a Manager Permission. (Everyone will be selected by default)|October 2010|+|The Data Exchange feature now includes an exchange history for Tracking Activities. The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims. Now, the details of a particular exchange of Assessment data between an Insurer and an Independent Medical Examiner are easily accessible. |June 2013|+|The Data Exchange feature includes an exchange history for [[Level 2 Entity|Tracking Activities]]. There is now an exchange history page on each individual Tracking Activity (sometimes named "Assessments" or "Services") that shows the entire history of when a specific Tracking Activity was exchanged and the individual that sent/received that specific Tracking Activity.